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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7245 results found

  1. For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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  2. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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  3. Be able to put catalog items into the body of your document, not just inside a pricing table. Retain name, description and photos.

    3 votes

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  4. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    3 votes

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  5. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  6. A way to convert a Google Form to a Pandadoc Form

    3 votes

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  7. Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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  8. 3 votes

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  9. 3 votes

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  10. authorization (access code) to be added on a template level

    3 votes

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  11. Ability to set a default value of a space for custom variables?

    3 votes

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  12. Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. 3 votes

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  14. Option to have an invisible signature with the same encryption but no visual representation

    3 votes

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  15. Option to get workspace Id from UI

    3 votes

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  16. Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. In case the signature is put in the draft document, it should disappear if the duplicate is created..

    If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.

    3 votes

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  18. 3 votes

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  19. At this time, you have to use line item discount so that tax is calculated appropriately for each item and the total tax for the table. Can we add the ability to use the discount from the total section of the pricing table to calculate tax appropriately for each line item instead?

    3 votes

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  20. characters that take up space or have a formatting function but do not appear on the printed page

    3 votes

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